Todd Harlicka

• Lead institutional sales strategy and execution across North America, overseeing consultant relations, institutional distribution, and strategic client engagement initiatives
• Serve as senior leader within global distribution organization, partnering with leadership to scale firmwide AUM and deepen penetration across pensions, endowments, foundations, OCIOs, and sub-advisory platforms
• Build and manage relationships with top-tier investment consultants, driving platform approvals, buy ratings, and sustained recommendation activity
• Drive business development within the consultant channel, directly contributing to firmwide growth for a platform managing $170B+ in global equity assets
• Partner with portfolio managers and investment teams to articulate differentiated investment philosophy, portfolio construction, and market perspectives
• Lead and mentor institutional sales professionals, establishing best-in-class sales processes, pipeline discipline, and client coverage models
• Deliver high-impact presentations to CIOs, boards, and investment committees, translating complex strategies into compelling, client-centric value propositions

Developed and executed comprehensive consultant engagement and institutional distribution strategies to significantly enhance firm AUM.

Formulated and implemented a comprehensive marketing and sales strategy targeting institutional consultants, pensions, foundations, endowments, and high-net-worth channels.

Cultivated relationships with nearly 50 institutional consulting firms, resulting in "buy" ratings that expanded platform access and facilitated funded mandates.

Directed development, management and retention of Client Service team, ensuring consistent service delivery and fostering relationship growth to maximize revenue.

Led initiatives to refine firmwide messaging and enhance brand positioning. Oversaw the creation of consultant-facing narratives. Directed the development of high-quality institutional materials, including white papers, quarterly commentary, attribution reports, and client communications.

• Represented multiple equity strategies including U.S. Large Cap Value, Global, International, and Flexible mandates to institutional clients and consultants
• Key member of investment team managing $15B+ in assets, delivering +450 bps annualized outperformance vs. S&P 500 (3-year) with top-quintile results over 5 years
• Produced and delivered client-facing content including market commentary, newsletters, performance attribution, holdings analysis and investment insights

Advised clients on investment strategies to optimize portfolio performance.

Developed financial plans aligned with client goals and risk tolerance.